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Ahrens Investment Partners’s US Bancorp USB Stock Holding History

Ahrens Investment Partners’s Portfolio USB Stock Details USB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$15.4K Buy
+427
New +$19K 0.01% 524
2022
Q3 		– Sell
-386
Closed -$18K – 863
2022
Q2 		$18K Hold
386
– – 0.01% 523
2022
Q1 		$21K Sell
386
-350
-48% -$20.1K 0.01% 573
2021
Q4 		$41K Buy
+736
New +$43.5K 0.02% 449

Other funds holding USB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ahrens Investment Partners's USB Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in US Bancorp (USB) in Q1 2023: 427 shares worth $15.4K. The stake represents 0.01% of the portfolio and ranks #524 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in USB as recently as Q2 2022.

Ahrens Investment Partners first reported a position in USB in Q4 2021 and has held it in 4 quarters since. The position peaked at $41K in Q4 2021. 1,663 funds tracked by Wall St. Rank hold USB as of Q1 2023.

  • Ahrens Investment Partners held 427 shares of US Bancorp worth $15.4K as of Q1 2023.
  • US Bancorp was a new Ahrens Investment Partners position in Q1 2023.
  • US Bancorp made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #524 holding.
  • Ahrens Investment Partners first reported a position in US Bancorp in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's US Bancorp position peaked at $41K in Q4 2021.
  • 1,663 funds tracked by Wall St. Rank held US Bancorp as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.